Optional: Set Up DocuSign Functionality for CME Winter '23 and Later Releases

To use DocuSign functionality for documents generated from the contracts object, you must complete these steps to set up DocuSign functionality.

Note

CLM provides an Apex class called ContractEnvelopeStatusScheduler that you can schedule to poll DocuSign for statuses of envelopes submitted as part of the eSignature process. For details, see Scheduling a DocuSign Job to Poll for Document Signed Status.

Note

If you want to set up DocuSign functionality for documents generated from other standard objects (quote, opportunity, and order), see Set Up Generic Documents For DocuSign eSignature .

1. Create a user with a standard user profile.
   1. From Setup, in the Quick Find box, enter Users.
   2. Click Users.
   3. Click New User, and enter the following:

      • First Name: User

      • Last Name: Standard

      • Alias: ustan

      • Email: Email specific to your company

      • Username: The username specific to your company.

      • Nickname: A name specific to your company.

      • Profile: Standard User

   4. From Setup, click the Object Manager tab.
   5. Search for the User object, and click User.
   6. Click User Page Layouts.
   7. Click the dropdown arrow and choose Edit next to the User Layout name.
   8. In the User Layout fields section, click DocuSign Email
   9. Drag and drop the DocuSign Email field into the Additional Information section below.
   10. Click Save.
2. Assign a manager or standard user with DocuSign account.
   1. From Setup, in the From Setup, in the Quick Find box, enter users.
   2. Click Users.
   3. Next to the standard user, click Edit.
   4. Scroll down to the Additional Information section, and In the DocuSign Email field, enter the DocuSign registered email.
   5. Click Save.
3. Assign standard user as the manager for the system administrator user.
   1. From Setup, in the Quick Find box, enter Users.
   2. Click Users.
   3. Click Edit next to the system administrator user.
   4. Scroll down to Approver Settings.
   5. In the Manager field, select the Standard user you created previously.
   6. Click Save.
4. Set up your company's DocuSign remote site.
   1. From Setup, in the Quick Find box, enter Remote Site.
   2. Click Remote Site Settings.
   3. Click New Remote Site.
   4. Enter the following:

      • Remote Site Name: Remote Site URL

      • ContractRemoteSite: Your company's DocuSign URL (Example: https://demo.docusign.net).

   5. Select the Active checkbox.
   6. Click Save.
5. Configure DocuSign values for setup tab.

   Configuring the DocuSign values steps are different for orgs depending on whether Omnistudio Permission is enabled or not in your org.

   • If Omnistudio Perm is off for Winter '23, 240.10 or earlier version, go to: Optional: Configure DocuSign Values for Setup Tab from Omnistudio DocuSign Setup for Winter '23.

   • If Omnistudio Perm is off for Winter '23, 240.11 or later version, go to: Configure OAuth 2.0 DocuSign Integration.

   • If Omnistudio Perm is enabled, go to Optional: Configure DocuSign Values for Setup Tab using Named Credentials for Winter '23 and Later Releases.

• Optional: Configure DocuSign Values for Setup Tab using Named Credentials for Winter '23 and Later Releases
  If Omnistudio Perm is enabled in your org, configure DocuSign values for setup tab using named credentials.
• Optional: Configure DocuSign Values for Setup Tab from Omnistudio DocuSign Setup for Winter '23
  If Omnistudio Perm is not enabled in your org for 240.10 or earlier versions, and configure DocuSign values for setup tab from Omnistudio DocuSign Setup.